Today: 29 June 2026
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NASDAQ:NVDA 25 June 2026 - 29 June 2026

AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect. That spread is what June has been about. AI names are not moving together now. When a stock looks cheap, it can signal risks like cycles, customer mix or supply. Expensive ones have to show they can grow AI sales ahead of the cost curve.
29 June 2026
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NNBR pops as NVIDIA cooling deals stir up float

NNBR pops as NVIDIA cooling deals stir up float

NN, Inc. jumped 39.47% to $3.8493 by 10:06 a.m. EDT Monday. The company said it won new liquid-cooling orders heading into NVIDIA Corporation AI data center racks. Nearly 56.3 million shares had changed hands, far above the 65-day average of 1.0 million, with less than 40 minutes of trading in. Trading volume tells the story better than price here. According to MarketWatch, NN’s public float stands at 46.5 million shares, with 2.09 million shares sold short as of June 15. That means morning turnover hit about 121% of the float. In comparison, the listed short interest made up just 3.7% of the volume traded by 10:06 a.m.
29 June 2026
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Nvidia holds $47 billion-per-point sway as Nasdaq tries for bounce

Nvidia holds $47 billion-per-point sway as Nasdaq tries for bounce

NVIDIA Corporation heads into Monday still trading on its size. Shares finished Friday at $192.53, off 1.64%. WSJ/FactSet data had it at $194.849 before the bell at 4:45 a.m. EDT, up 1.20% in premarket action. The dollar beta number is higher. According to finance data, Nvidia has a market cap of $4.696 trillion. So a 1% move is about $47 billion. A 2% change comes to nearly $94 billion.
29 June 2026
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Asia markets look to Korea, PMIs in the week ahead

Asia markets look to Korea, PMIs in the week ahead

Asian stocks are opening the week with moves that look driven more by balance sheet space than by earnings news. South Korea’s KOSPI stands out: after falling about 7% last week, it’s still up 66% for the quarter and has nearly doubled this year, according to a Reuters snapshot. That split between a sharp drop and a still-high gain puts Seoul in focus as a sign of how much leverage might be left in the AI rally. Asia got little help from global markets. The Philadelphia SE Semiconductor Index slid 7.7% last week, the biggest weekly fall since March 2025. MSCI’s broad Asia ex-Japan index dropped close to 3% on Friday. Mark Hackett, Nationwide’s chief market strategist, called it “a needed and healthy period of consolidation following the historic run since March” and “a dramatic rotation from tech and everything else.”
28 June 2026
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Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

AI stocks in the U.S. head into the four-day week after last week’s drop facing a tighter focus: who is on the hook for memory bills. The memory crunch that helped Micron Technology is now hitting hardware prices at Apple. For investors, it’s a sharper gauge of whether AI spending still drives profit, or if those costs are now squeezing the rest of tech. Micron posted third-quarter revenue of $41.46 billion and GAAP net income at $28.24 billion. The company put its fourth-quarter revenue outlook at $50.0 billion, give or take $1.0 billion. CEO Sanjay Mehrotra said the figures and guide showed the “strategic value of memory in the AI era.”
28 June 2026
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SpaceX stock eyes $8 billion index hurdle as shares stumble in first week after IPO

SpaceX stock eyes $8 billion index hurdle as shares stumble in first week after IPO

Space Exploration Technologies Corp., also called SpaceX, starts the week facing a new IPO test. This time it’s about if index funds can keep up demand for a $2 trillion company, where the public float is thin and capital demands remain high. U.S. cash equities are closed for the weekend. SpaceX last changed hands at $153.23, up 13.5% from its $135 IPO but still down roughly 32% from the 52-week peak at $225.64.
28 June 2026
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NVDA selloff drags $74 billion equity stake into spotlight

NVDA selloff drags $74 billion equity stake into spotlight

NVIDIA Corporation closed out Friday at $192.53, dropping 1.64%, with 179.3 million shares traded. Shares stand 18.6% lower than their 52-week high of $236.54 from May 14, market data show. The stock dropped each regular session last week, starting at $208.65 on Monday and ending at $192.53 on Friday. That’s an 8.6% drop from the June 18 close of $210.69, the last close before Juneteenth. Using Nvidia’s most recent diluted share count of 24.391 billion, that’s around $443 billion in equity value wiped out.
28 June 2026
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US futures edge lower ahead of Russell index reshuffle as chip stocks see selling

US stocks: After-hours chips slump overshadows gains ahead of jobs data

U.S. stocks finished Friday with the S&P 500 down 0.05% at 7,354.02, Nasdaq off 0.24% to 25,297.62, and the Dow lower by 0.09% at 51,876.11. The Russell 2000 added 0.1% Friday and booked a 1% gain for the week. Index losses looked modest under the surface. Semis took the hit. The PHLX semiconductor index slid 5.3% Friday and dropped 7.9% on the week, while more S&P 500 names rose than fell, with advancers over decliners 1.8-to-1. Trading was strong—30.1 billion shares moved, well above the 20-day average of 23.1 billion. For investors, most of the selling landed in the big index names and high AI exposure stocks, not broadly across the market.
27 June 2026
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SpaceX (NASDAQ:SPCX) falls after IPO, Russell growth funds left with $73 billion exposure

SpaceX (NASDAQ:SPCX) falls after IPO, Russell growth funds left with $73 billion exposure

Space Exploration Technologies Corp joined the Russell U.S. indexes after the bell on Friday, but one detail for index investors is less visible. Around $73.1 billion of SPCX’s estimated Russell notional has been tagged as growth, using FTSE Russell’s share count, its style split, and Friday’s $153.23 close. FTSE assigned the stock a 90.4% growth and 9.6% value split for Russell style, using a projected share count of 527.777 million for the index add. Based on a price of $153.23, total Russell notional is almost $80.9 billion, with roughly $7.8 billion pegged to value.
27 June 2026
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Dow trades stable close to 52,000; Alphabet change stirs talk on price weighting

Dow trades stable close to 52,000; Alphabet change stirs talk on price weighting

Dow finishes the morning close to unchanged in Friday trading, as the index’s price-weighted math drew fresh attention. U.S. stocks are open for the regular NYSE session from 9:30 a.m. to 4:00 p.m. ET. NYSE’s 2026 holiday calendar does not include a closure for June 26. Dow eked out a 13.89 point gain to 51,934.51 as of 10:35 a.m. EDT, up 0.03%. The index swung from 51,614.74 to 52,030.50 earlier. S&P 500 stayed flat and Nasdaq slipped 0.16%, WSJ market data showed.
26 June 2026
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US stocks mixed, Micron AI memory rally can’t lift Nasdaq

US stocks: Wall Street splits as chips drop but megacap platforms hold indexes

Wall Street stocks held near the flat line late Friday morning, with weaker action out of the gate. Underneath, AI names saw a wide divergence. The S&P 500 slipped 0.03% to 7,355.65, Reuters/LSEG data showed. The Nasdaq Composite lost 0.26% to 25,293.70. The Dow Jones Industrial Average edged down 0.01% to 51,914.82. All data delayed at least 15 minutes. Semi stocks saw the sharpest drop in the session. The iShares Semiconductor ETF fell 4.67% as of 10:47 a.m. ET. By comparison, the SPDR S&P 500 ETF Trust was off 0.22%. The Invesco QQQ Trust slipped 0.78%. The SPDR Dow Jones Industrial Average ETF Trust inched up 0.03%. The iShares Russell 2000 ETF lost 0.10%. The chip ETF lagged the S&P 500 tracker by roughly 4.4 percentage points.
26 June 2026
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NVIDIA (NASDAQ: NVDA) Slips as Traders Eye Tight Levels Ahead of Next AI Test

Nvidia slide signals S&P 500 risks with AI chip run slowing

U.S. regular trading wasn’t open as of the dateline, and June 26 doesn’t appear as a 2026 NYSE holiday. The next U.S. exchange holiday is set for July 3, Independence Day observed. Nvidia is putting pressure on the market again, but index mechanics are the clearer signal than chip sentiment alone. The stock slid 1.4% before the bell Friday. Intel Corporation and Advanced Micro Devices both lost over 3% as Nasdaq futures dragged Wall Street down. S&P 500 E-minis dropped 0.53% as of 5:29 a.m. ET.
26 June 2026
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US futures edge lower ahead of Russell index reshuffle as chip stocks see selling

US futures edge lower ahead of Russell index reshuffle as chip stocks see selling

U.S. stock index futures slipped Friday, giving up ground as chip names pulled back after Thursday’s Micron-driven rally. Investors are waiting for the close, with Russell index rebalancing expected to force funds to adjust positions, which may provide a clearer read on the session. Stock futures slipped early. At 5:29 a.m. ET, Dow E-minis fell 59 points, or 0.11%. S&P 500 E-minis lost 39.25 points, or 0.53%, and Nasdaq 100 E-minis dropped 343.5 points, or 1.16%, according to Reuters. Micron Technology gave back 4.8% in premarket action after its big jump of more than 15% on Thursday. Intel and Advanced Micro Devices both traded down over 3%, and Nvidia slipped 1.4%.
26 June 2026
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Super Micro Computer (NASDAQ:SMCI) pares back as AI push faces $7B dilution hit

Super Micro Computer (NASDAQ:SMCI) pares back as AI push faces $7B dilution hit

Super Micro Computer, Inc. slipped 1.1% to $32.10 Thursday afternoon. Shares opened at $33.34, then traded as high as $33.70 before falling to $31.42. The intraday range was roughly 7% from Wednesday's finish. Market cap was around $22.2 billion. This week’s trade looks tied more to the cost of financing AI than any demand worries. Supermicro has outlined plans for a $7.0 billion equity and equity-linked raise, aiming to fund about $39 billion in advanced AI server orders from more than 20 buyers. The planned raise is roughly a third of Supermicro’s latest market value. The order total is about 1.8 times the company’s market cap.
25 June 2026
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Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs. By late morning, Micron Technology, SanDisk, Western Digital and Seagate Technology had picked up roughly $239 billion in market cap based on last prices and capitalisations. With Qualcomm included, the gain was near $247 billion. Apple, Nvidia, Microsoft, Alphabet and Oracle had shed around $417 billion using the same method.
25 June 2026
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Dow ends higher; Nasdaq drifts as AI stocks slip, oil falls

Dow Jones (INDEXDJX:.DJI) spikes 700 points as price-weighted stocks outpace tech slide

Dow jumps more than 700 points as industrials and banks surge, Nasdaq lagsLate Thursday morning, the Dow rallied 763.79 points to 52,612.69 as tracked by MarketWatch/FactSet. The move left the S&P 500 up 29.46 points. But the Nasdaq fell 86.98 points, weighed down by Apple, Microsoft Corp., Nvidia Corp. and Amazon.com Inc.. No clear tech bounce for the tape. MarketWatch figures each $1 move in a Dow component moves the index by 6.16 points. The top five names on the upside—Caterpillar, Goldman Sachs, Honeywell, UnitedHealth Group Inc., and American Express Co.—added around 666 points to the Dow. But Apple, Microsoft, Nvidia, and Amazon took off about 184 points.
25 June 2026
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US stocks now: Broad gains balance $416 billion drop in megacap tech

US stocks now: Broad gains balance $416 billion drop in megacap tech

Stocks edged up in mixed trading Thursday. Dow and small caps caught a bid, but heavy selling hit some of the biggest tech names as the latest AI supply-chain headlines split the market. Fresh news on AI hardware and components turned up new winners and losers, dividing the day’s action. SPDR S&P 500 ETF Trust traded up 0.3% at 10:47 a.m. ET. Invesco QQQ Trust also added 0.3%. SPDR Dow Jones Industrial Average ETF Trust was ahead 1.3%. The iShares Russell 2000 ETF gained 1.1%.
25 June 2026
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Nokia Oyj (HEL:NOKIA, NYSE:NOK) slips heading into Q2; AI-optical momentum pressured

Nokia trades above analyst estimates as AI contracts push stock higher

Nokia Oyj traded 1.46% higher at €12.50 in Helsinki as of 13:54 EEST. The OMX Helsinki 25 also moved up 0.70% to 6,224.98. Nokia’s market cap showed €71.84 billion on 5.74 billion shares. Valuation grabs the market’s attention here. Nokia shares were about 20% higher than the average 12-month target of €10.425 from 22 analysts tracked by Investing.com. The consensus call is Neutral.
25 June 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

Nvidia trades close to $200 ahead of Russell rebalance with $24 billion per dollar in play

NVIDIA Corporation traded up ahead of the bell Thursday, adding 1.4% premarket, but the market seemed to care more about the dollar value moving with each price change. Nvidia ended Wednesday at $199.00, giving it a market cap of about $4.85 trillion. With that share count, each $1 swing in Nvidia stock means about $24.4 billion up or down in market value. A premarket quote of $201.78 suggested Nvidia was poised to add $68 billion before Thursday’s open.
25 June 2026
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Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq futures edge up as AI chip stocks try to recover ahead of PCE data

Stock index futures in the U.S. traded higher ahead of Thursday’s open, though gains were limited. The gap between Nasdaq and Dow stands near two percentage points. AI chip names are drawing demand again, but industrials and small caps are nearly unchanged. Dow gained 0.35% on Wednesday, but the S&P 500 slipped 0.10% and Nasdaq Composite fell 0.43%. It wasn’t a straightforward red day. Reuters said concerns over hyperscaler spending fueled by debt and a hawkish Fed have wiped over $1 trillion off the Nasdaq 100 this week.
25 June 2026
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Stock Market Today

  • Rocket Lab Buys Iridium for $8 Billion, Lifting Space Shares as Investors Watch Revenues
    June 29, 2026, 5:49 PM EDT. Rocket Lab (RKLB) is buying Iridium Communications (IRDM) in an $8 billion deal. The move adds 2.55 million subscribers plus $495 million in expected 2025 operational EBITDA to Rocket Lab's numbers. The deal lifted Rocket Lab stock by 15.9% to $98.01 and sent Iridium up 25.4% to $54.59. Investors are now watching backlogs, spectrum, and subscriber revenue instead of just launches. Rocket Lab's backlog is $2.2 billion, about 3.7% of its $59.3 billion market cap. AST SpaceMobile and Planet Labs also jumped as interest returns to satellite networks and contracts in a tricky sector.
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